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5.0 - 10.0 years
0 Lacs
maharashtra
On-site
You are a strategic thinker passionate about driving solutions in cost accounting and financial analysis. You have found the right team. As a Cost Accounting Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for ensuring the appropriate cost accounting principles are applied in recording expenses and ensuring reasonableness of all cost elements at the client level. You will partner across the firm to provide critical data that informs strategic decision-making by senior management, supporting transparency and accuracy in financial statements. Our Cost Accounting and Analysis teams are responsible for a wide range of activities including managing production and month-end close deliverables, collaborating with Product Managers and Business Managers to derive unit costs, automating controls and checks, performing reconciliation of input data with output, and providing regular updates to stakeholders. You will also play a proactive role in enhancing current BAU processes and support strategic initiatives and business planning. Job responsibilities: - Manage production and month-end close deliverables. - Utilize costing to support pricing decisions and client reviews, providing critical data that informs strategic decision-making by senior management. - Ensure costing is integrated into the firm's financial reporting systems, supporting transparency and accuracy in financial statements. - Collaborate with Product Managers, Business Managers, and Operations/Technology teams to derive unit costs that inform pricing strategies and enhance profitability analytics. - Automate and build controls and checks, perform reconciliation of input data with output, and provide regular updates to stakeholders. - Analyze and interpret client profitability, including preparing financial summaries for various management requirements. - Develop and implement costing strategies for the Securities Services business, ensuring accuracy and alignment with operational realities. - Build and maintain data models using Alteryx and create insightful reports in Tableau; familiarity with QlikSense is a plus. - Serve as a subject matter expert on costing methodologies, addressing queries and providing insights to Product/Business management across various lines of business, thereby supporting strategic initiatives and business planning. - Play a proactive role in enhancing the current BAU processes. - Require stakeholder management skills in an individual contributor role without direct people management. Required qualifications, capabilities, and skills: - Experience in Costing, Planning & Analysis, and Performance Reporting. Strong knowledge of finance, accounting, and valuation concepts. - Understanding of financial markets and instruments. Strong analytical skills with great attention to detail and an eye for spotting trends. - Articulate in written and verbal communication, able to present and support conclusions to senior audiences. - Proficiency in Excel and PowerPoint is a prerequisite. Project and Change Management skills. - Proactive with a drive to improve processes and resolve outstanding issues. - Strong organizational, project, and time management skills; flexibility and ability to dynamically prioritize requests and multitask. - Enthusiastic, self-motivated, and effective under pressure. - Strong analytical and numeric skills, understanding of financial statements, and excellent attention to detail. - Excellent communication skills and ability to build relationships and influence others across multiple disciplines and levels of seniority. - Ability to work well individually and partner effectively within a team. Proactive and problem-solving mindset with the ability to identify, present, and implement solutions. - Thorough understanding and appreciation of risks and controls; disciplined approach to managing processes and controls. Preferred qualifications, capabilities, and skills: - Post-Graduate degree (MBA/CA) with 5-10 years of experience in banking; knowledge of the financial services industry is preferable. - Familiarity with the Securities Services business. - Working knowledge of MIS tools like Cognos. - Inclination to adapt to technology initiatives; knowledge of reporting tools such as Tableau, Qlikview, and Alteryx is a plus. - Ability to analyze large data sets and present conclusions concisely.,
Posted 1 week ago
0.0 - 3.0 years
0 Lacs
maharashtra
On-site
The job requires you to be passionate about financial markets, proactive, and able to generate new ideas. You should be analytical and observant with sharp skills and willingness. Your responsibilities will include doing Algo Trading/HFT in various derivatives products using advanced options strategies. A basic understanding of derivatives concepts is required, along with strong analytical skills. Freshers will be required to sign an employment bond of 18 months.,
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
As a Controller at Goldman Sachs, your primary responsibility will be to ensure that the firm meets all financial control and reporting obligations as a global, regulated, and public financial institution. You will play a crucial role in measuring the profitability and risks associated with various aspects of the firm's business. It will be your duty to ensure that all activities are conducted in compliance with the regulations governing transactions in the financial markets. In the Operations department, you will be part of a dynamic and multi-faceted function that partners with all parts of the firm to provide banking, securities, and asset management services to clients worldwide. Operations also focuses on risk management and controls to preserve and enhance the firm's assets and reputation. Specifically, in IBD Loan Servicing, you will be part of a high-value support and risk management team responsible for life cycle events and cash movement on a large portfolio of Bank Loans across revenue divisions. In the Risk Regulatory Control division, you will partner with different parts of the firm to deliver banking, sales and trading, and asset management capabilities globally. This division plays a crucial role in providing essential risk management and control to preserve and enhance the firm's assets and reputation. You will be involved in developing processes and controls that enable business flow for every trade, product launch, or market entry. As part of your impact at Goldman Sachs, you will be expected to use your skills and experience to contribute to the operations agenda while challenging yourself to further your career within the organization. You will work closely with traders and bankers to service clients, mitigate risk, and play an active role in various deal, trade, or transaction life cycles. Your responsibilities will include gaining an understanding of process dynamics and risk control mechanisms, performing day-to-day functions with the Operations teams, documenting processes, analyzing data, identifying inefficiencies, mapping dependencies, and working on projects related to new regulations or compliance improvement. To be successful in this role, you should possess outstanding communication and interpersonal skills, intellectual curiosity, passion, self-motivation, teamwork, leadership, risk management skills, creativity, problem-solving abilities, integrity, ethical standards, and commitment to excellence. Additionally, understanding financial markets, financial risk awareness, strong communication skills, knowledge of programming languages, analytical skills, attention to detail, and a proactive and ambitious mindset are preferred skills and experiences. Goldman Sachs is committed to diversity, inclusion, and fostering professional and personal growth for all its employees. The firm values individuals who bring unique perspectives and experiences to the table and offers various opportunities for training, development, and support. Join us at Goldman Sachs and be part of a leading global investment banking, securities, and investment management firm committed to growth and excellence.,
Posted 1 week ago
1.0 - 4.0 years
2 - 6 Lacs
Madurai, Tirunelveli
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience in relationship management, preferably in the BFSI industry, with a focus on micro mortgages. Strong understanding of financial markets, products, and regulations. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Proficiency in using technology and software applications to manage client relationships and transactions.
Posted 1 week ago
2.0 - 4.0 years
2 - 4 Lacs
Jalandhar, Ludhiana, Patiala
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications to manage client relationships and transactions. Strong analytical and decision-making skills to provide sound investment advice.
Posted 1 week ago
1.0 - 4.0 years
2 - 4 Lacs
Kekri, Jodhpur
Work from Office
Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify opportunities for growth and improvement. Collaborate with internal teams to develop and implement effective business strategies. Provide exceptional customer service and support to ensure client satisfaction and retention. Stay up-to-date with market trends and regulatory changes to remain competitive. Identify and mitigate risks associated with investments to ensure compliance with regulatory requirements. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and products, including mutual funds. Excellent communication and interpersonal skills are required to build strong relationships with clients. Ability to analyze complex data and make informed decisions to drive business growth. Strong problem-solving and analytical skills to identify and mitigate risks. Experience working in a fast-paced environment with multiple priorities and deadlines.
Posted 1 week ago
3.0 - 5.0 years
2 - 4 Lacs
Chidambaram, Mayiladuthurai, Viluppuram
Work from Office
We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct market research and stay updated on industry trends to offer informed investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Analyze client feedback and suggest improvements to enhance overall customer satisfaction. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in Mutual Funds. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide informed investment advice. Experience working with small finance banks or similar institutions is an advantage. Location - Mayiladuthurai,Chidambaram,Viluppuram,Kallakkurichi
Posted 1 week ago
2.0 - 3.0 years
2 - 4 Lacs
Mehsana, Mandasa, Ahmedabad
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications relevant to mutual funds. Strong analytical and decision-making skills with attention to detail.
Posted 1 week ago
2.0 - 7.0 years
2 - 5 Lacs
Bengaluru
Work from Office
We are looking for a skilled professional to join our team as an Assistant Branch Manager - MF in Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in managing Mutual Funds and a passion for delivering exceptional customer service. Roles and Responsibility Manage and oversee the daily operations of the branch, ensuring efficient workflow and high-quality customer service. Develop and implement strategies to drive business growth, increase sales, and expand the customer base. Build and maintain strong relationships with customers, providing personalized investment solutions and guidance. Collaborate with internal teams to ensure seamless delivery of products and services, meeting customer needs. Analyze market trends and competitor activity to identify opportunities for growth and improvement. Ensure compliance with regulatory requirements and uphold the highest standards of ethics and integrity. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in Mutual Funds or a related field. Strong knowledge of financial markets, products, and regulations, including Mutual Funds. Excellent communication, interpersonal, and leadership skills, with the ability to motivate and inspire teams. Ability to analyze data, identify trends, and make informed decisions to drive business growth. Strong problem-solving and conflict resolution skills, with the ability to handle challenging situations professionally. Proficiency in Microsoft Office and other software applications, with excellent time management and organizational skills.
Posted 1 week ago
2.0 - 6.0 years
2 - 4 Lacs
Dhule, Nashik, Shirpur
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-6 years of experience in the BFSI industry, preferably with a background in Mutual Funds Collections. Roles and Responsibility Manage and maintain strong relationships with clients to ensure timely payments and minimize defaults. Develop and implement effective strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and disputes. Analyze market trends and competitor activity to identify opportunities for growth. Provide excellent customer service to build trust and loyalty. Monitor and report on key performance indicators to optimize business outcomes. Job Requirements Strong knowledge of mutual funds collections and financial markets. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Familiarity with regulatory requirements and compliance standards.
Posted 1 week ago
1.0 - 4.0 years
2 - 4 Lacs
Ponneri, Chennai, Vellore
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets, products, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Experience working with diverse client groups and providing tailored financial solutions. Location - Chennai,Ponneri,Vellore,Arakonam
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
Mandya, Pandavapura, Mysuru
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
Gummidipoondi, Chennai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
Madurai, Sankarankoil, Tirunelveli
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to mutual funds. Location: Madurai,Tirunelveli,Sankarankoil,Thoothukudi
Posted 1 week ago
1.0 - 2.0 years
2 - 4 Lacs
Chennai, Kanchipuram, Maduranthakam
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in Mutual Funds. Strong understanding of financial markets, products, and regulations. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and organizational skills with attention to detail. Proficiency in using technology and software applications for financial planning and analysis.
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
Puducherry, Mayiladuthurai, Cuddalore
Work from Office
Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills are essential. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to mutual funds. Location - Mayiladuthurai,Puducherry,Cuddalore,Viluppuram
Posted 1 week ago
2.0 - 7.0 years
2 - 4 Lacs
Madurai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.
Posted 1 week ago
2.0 - 5.0 years
2 - 4 Lacs
Kolhapur, Pune
Work from Office
Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications to manage client relationships and track market trends. Strong analytical and decision-making skills to provide informed investment advice.
Posted 1 week ago
1.0 - 5.0 years
2 - 4 Lacs
Madurai, Sankarankoil, Tirunelveli
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to financial planning and wealth management.
Posted 1 week ago
2.0 - 3.0 years
2 - 4 Lacs
Gummidipoondi, Chennai
Work from Office
We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Strong analytical and decision-making skills with attention to detail. Proficiency in using technology and software applications relevant to mutual funds investments.
Posted 1 week ago
5.0 - 10.0 years
3 - 6 Lacs
Mumbai Suburban, Mumbai (All Areas)
Work from Office
Processor (Fixed Income Money Market) Financial Markets Operations (Responsibilities) Provide a vital service to the Front Office by ensuring that all funds flow in a timely and accurate manner and that all the necessary documentation is completed. To ensure that trades are confirmed and settled appropriately in accordance with best market practice recommendations. Judicious settlement of Treasury Bills and Bonds via the Scripless Securities Settlement System (S4) platform and Q-ex platform Daily preparation of Maturity Profile i.e. Takings/Placements with Banks/Discount Houses-Unsecured, OBB Takings/Placements, to enable swift rendition of monthly reports to FINCON Reconciliation of Treasury Bills and Bond portfolio on Finacle Treasury to DEPOx/CSCS Interface with the Central Bank of Nigeria (“CBN”), FMDQ. CSCS and all other counter parties on matters relating to Bonds & TBILLS Processing of coupon payment for both the bank and customers Monitoring the authenticity of the accounting entries passed by Finacle Treasury Thorough preparation of Bond Analysis report to stakeholders on a daily basis. Minimum Year of Experience Required 3-8 years of experience in Trade Functions
Posted 1 week ago
1.0 - 6.0 years
2 - 6 Lacs
Chennai
Work from Office
Roles and Responsibilities: Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC Industry Interested candidates can send updates cv to nithyamanoharan@rathi.com or call 9884188091
Posted 1 week ago
1.0 - 6.0 years
2 - 6 Lacs
Chennai
Work from Office
Roles and Responsibilities: It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Qualification: - ANY Graduate/PG/MBA from reputed institute or Graduate from good college. Experience: - Minimum 1 to 8 yrs Note: Preferably from BFSI/ NBFC Industry Interested candidates can send updates cv to nithyamanoharan@rathi.com or call 9884188091
Posted 1 week ago
4.0 - 9.0 years
9 - 14 Lacs
Hyderabad
Work from Office
About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: Bachelor Degree in Accounting, Finance, Business related area. 5+ years of experience in an investor relations environment, preferably private equity and/or hedge funds. Display an active interest in the financial markets, hedge fund and private equity industry. Proficient in Microsoft Applications (Word, Excel etc. ). Strong communication and interpersonal skills with the ability to build effective working relationships. Our Benefits Your well being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Perform the administration of and any services pursuant to administration agreements in respect of a portfolio of hedge funds and private equity funds. Lead and develop a small team of both senior and junior admins Point of contact for clients throughout your portfolio of work. Maintain shareholders registers and acting as transfer agent. Processing and confirming subscriptions, redemptions and transfers. Communicate with investors. Process payments and other transactions. Perform all of the investor related services of the Company s investment fund clients. Meet expectations of fund participants, adhering to deadlines, ensuring the rules and representations of the fund are adhered to. Complete the daily maintenance of all data and records for the Investor Relations Group which entails, managing the filing system by ensuring transaction and investor records are filed and maintained efficiently and comprehensively. Update Investor records on our transfer agency systems, and periodically performing database updates and management. Assist auditors and other fund participants and advisers.
Posted 1 week ago
4.0 - 8.0 years
0 Lacs
maharashtra
On-site
Delivering precise and reliable asset pricing services to enhance data integrity and transparency across J.P. Morgan, you will play a crucial role as a Reference Data Specialist within the Asset Pricing Services team. Your responsibilities include capturing and validating daily bond prices from third-party sources, analyzing price movements in relation to market news and expectations, and collaborating with pricing vendors to resolve issues and minimize risk. Your expertise in fixed income products and financial markets will enable you to prepare daily pricing and market impact summaries, generate month-end index rebalance reports, and analyze valuation movements within client portfolios. With over 4 years of experience in fixed income-related roles, you must demonstrate a strong understanding and interest in stocks, bonds, options, and financial markets/products. Advanced MS Excel skills, including pivot tables and VLOOKUPs, are essential for this role. Strong analytical and problem-solving skills, attention to detail, and the ability to work independently in a fast-paced environment are key requirements. Preferred qualifications include previous experience in managing teams, knowledge of industry activities such as corporate actions and index benchmarking, familiarity with pricing vendors like Bloomberg and Reuters, and the ability to multitask effectively. If you are seeking a challenging opportunity where you can contribute to the ongoing development of pricing control processes, resolve client queries, and support decision-making across the firm, this role as a Reference Data Specialist may be the perfect fit for you.,
Posted 1 week ago
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